Institutional Ownership
Strategy Shs
CUSIP 86280R134EVENTIDE SMALL CESSCQ1 2026
Institutional Holders
12
13F filers
Shares Held
905.0K
Aggregate institutional
Institutional Value
$23.71M
Q1 2026
Net New Holders
+3
4 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased7
Decreased1
Sold out1
Institutional Holders
12 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Strategic Equity Management | 413.8K | $10.83M | +262.4K | Added |
| 2 | Moneywise, Inc. | 193.8K | $5.07M | +129.0K | Added |
| 3 | Wealth Enhancement Advisory Services, LLC | 112.0K | $2.96M | +35.5K | Added |
| 4 | Pax Financial Group, LLC | 48.1K | $1.26M | +418 | Added |
| 5 | Commonwealth Equity Services, LLC | 38.3K | $1.00M | +38.3K | New |
| 6 | Creativeone Wealth, LLC | 35.6K | $932.5K | +35.6K | New |
| 7 | Eversource Wealth Advisors, LLC | 19.9K | $520.4K | +8.6K | Added |
| 8 | First Heartland Consultants, Inc. | 13.6K | $356.2K | +529 | Added |
| 9 | 49 Wealth Management, LLC | 13.2K | $345.1K | +13.2K | New |
| 10 | Whitaker-Myers Wealth Managers, Ltd. | 12.3K | $320.8K | +2.1K | Added |
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